Client portal

Pay an outstanding invoice from your portal with a card in a few steps, and understand the confirmation you see when the payment goes through or is cancelled.

Paying by card adds a 3% fee shown at checkout. Paying by bank transfer using the details on your invoice PDF has no fee at all.

Read the coloured badge on each invoice in your portal, see how much is still owed, and know when a Pay button will appear.

After you pay a card invoice online, it takes a short moment to settle before the status turns to Paid. Here is what the green banner means and when to worry.

The Compliance page splits your deadlines into what needs you and what your firm is handling, so you always know the one or two things that are actually yours to do.

Your compliance score is simply the share of your tracked deadlines that are currently in good standing. Here is how the donut and its category bars are worked out.

Every document your firm has shared with you, and everything you have sent them, is kept in folders in your vault. Here is how to open a folder and download a file.

Your Documents area is a safe read-only vault, so there is no upload button there. Here is how your files actually reach it: by replying to a request or by filling in a KYC form.

A step-by-step guide to filling in a KYC form in your portal: answering the questions, uploading your ID, adding your signature, and submitting. Each owner and partner completes their own.

What the Not started, In progress and Submitted labels on your KYC list mean, how to continue a half-finished form, and why every owner and partner fills in their own.

How to sign an agreement your firm has sent you: verify with a one-time email code, draw or type your signature, tick the confirmation, and receive the signed copy once everyone has signed.

Start a ticket with a subject and message, follow the Open and Resolved states, and reply from the portal or by email.